VMO icon

Invesco Municipal Opportunity Trust
VMO

Overview Fund Activity

71 hedge funds and large institutions have $66.2M invested in Invesco Municipal Opportunity Trust in 2017 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 21 increasing their positions, 16 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
71
Holders Change
+5
Holders Change %
+7.58%
% of All Funds
1.77%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
9
Increased
21
Reduced
16
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RCM
1
Robinson Capital Management
Michigan
$6.76M
2
RJFSA
2
Raymond James Financial Services Advisors
Florida
$1.83M
3
SPC
3
Sigma Planning Corp
Michigan
$243K
4
Fiera Capital (Canada)
4
Fiera Capital (Canada)
Quebec, Canada
$2.45M
5
Millennium Management
5
Millennium Management
New York
$224K

Top Sellers

1
UBS Group
1
UBS Group
Switzerland
$4.25M
2
LPL Financial
2
LPL Financial
California
$1.05M
3
LCM
3
Laurion Capital Management
New York
$0
4
Morgan Stanley
4
Morgan Stanley
New York
$2.24M
5
SIA
5
Sit Investment Associates
Minnesota
$5.53M
Name Holding Trade Value Shares
Change 		Shares
Change %
MML Investors Services
51
MML Investors Services
Massachusetts
$156K -$6.58K -507 -4%
HIIFS
52
Harel Insurance Investments & Financial Services
Israel
$151K – – –
GWM
53
Geneos Wealth Management
Colorado
$149K – – –
BCP
54
Berkeley Capital Partners
Georgia
$145K – – –
VF
55
Virtu Financial
New York
$133K +$133K +10,246 New
SG
56
Strid Group
Pennsylvania
$130K – – –
SMG
57
Spectrum Management Group
Indiana
$110K – – –
Bessemer Group
58
Bessemer Group
New Jersey
$99K +$99K +7,640 New
US Bancorp
59
US Bancorp
Minnesota
$89K +$19.4K +1,500 +28%
PFBT
60
Parkside Financial Bank & Trust
Missouri
$77K – – –
MA
61
MUFG Americas
New York
$52K +$52K +4,017 New
Carson Wealth (CWM LLC)
62
Carson Wealth (CWM LLC)
Nebraska
$51K – – –
FMII
63
Farmers & Merchants Investments Inc
Nebraska
$46K – – –
JPMorgan Chase & Co
64
JPMorgan Chase & Co
New York
$40K – – –
FIB
65
First Interstate Bank
Montana
$38K – – –
CFA
66
Carroll Financial Associates
North Carolina
$23K – – –
ZB
67
Zions Bancorporation
Utah
$23K – – –
EFSCE
68
Enterprise Financial Services Corp (EFSC)
Missouri
$15K – – –
AF
69
Allworth Financial
California
$13K – – –
Bank of Montreal
70
Bank of Montreal
Ontario, Canada
$13K – – –
Northwestern Mutual Wealth Management
71
Northwestern Mutual Wealth Management
Wisconsin
$10K – – –
Northern Trust
72
Northern Trust
Illinois
$6K -$2.95K -21,706 -33%
EWM
73
Endurance Wealth Management
Rhode Island
$3K – – –
LCM
74
Laurion Capital Management
New York
– -$427K -32,620 Closed
TSS
75
Two Sigma Securities
New York
– -$220K -16,774 Closed
1 2
3
4